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Estate Counselors’s Service Corp International SCI Stock Holding History

Estate Counselors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,200
Closed -$982K – 161
2022
Q4 		$982K Hold
14,200
– – 0.14% 105
2022
Q3 		$819K Buy
+14,200
New +$936K 0.13% 96

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Estate Counselors's SCI Position: Q1 2023 in Review

Estate Counselors sold out of Service Corp International (SCI) in Q1 2023, closing a stake of 14,200 shares — an estimated $982K sold.

Estate Counselors first reported a position in SCI in Q3 2022 and held it in 2 quarters. The position peaked at $982K in Q4 2022. 481 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

  • Estate Counselors reported no remaining Service Corp International position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 14,200 Service Corp International shares in Q1 2023, an estimated $982K.
  • Estate Counselors first reported a position in Service Corp International in Q3 2022 and held it in 2 quarters.
  • Estate Counselors's Service Corp International position peaked at $982K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.